Stian Andersen, Ma (Hons) Cim® Email & Phone Number

Calgary, AB, CA

Calgary, Alberta, Canada

Why Mercer?Clients choose Mercer when they want to work in partnership with their consultant, want strategic advice as well as flawless administration and execution of their HR programs, want best-practice advice and solutions tailored to their business and environment, or need global and/or local perspectives and resources. We help clients offer.

Calgary, Alberta, Canada

Westfield Partners Ltd. works with institutional investors to improve their portfolios risk adjusted returns. We specialize in raising capital for Investment Management firms in areas such as private assets, real assets, and absolute return strategies. We also partner with exceptional managers from more traditional asset classes. We understand.

Calgary

Managing Director, Business Development, Western CanadaResponsible for marketing investment solutions to consultants, defined benefit pension plan sponsors, and other institutional investors.

Calgary, Canada Area

Business development and client relationship management for B.C., Alberta, Saskatchewan and Manitoba working with investment consultants, plan advisors and plan sponsors as well as group savings area of Sun Life and its stakeholders.

Calgary, Canada Area

Institutional business development (pension plans, endowment funds, health & welfare trusts, self-insured disability pools and High Net Worth investors). Increasing assets under management through pooled/pension fund sales, segregated fund sales.

Calgary, Canada Area

Institutional business development (pension plans, endowment funds, health & welfare trusts, self-insured disability pools and High Net Worth investors). Increasing assets under management through pooled/pension fund sales, segregated fund sales.

Institutional SalesPension fund analysis, funds and company research, client and lead prospecting, sales presentation construction and review, sales analysis, creation MS Excel service protocol, prospecting protocol and spreadsheets, training and maintaining of new CRM software (Salesforce), service and sales supportRetails salesAnalysis of customer base.

Follow up and support National Account Manager and further develop the existing relationship with the National Account/ Intermediary network Assist the NAM in maintaining records of their accounts with tools such as AMS (Account Management System), MS Excel and Management Information

Produced credit reports of the corporate segment using the software tool Power Analyzer and the bank’s data warehouseUpon completion of internship, implemented processes to make credit reporting process more effectiveAnalyzed customer base and segmentationAssisted with budget process and periodic reporting to the bank’s management and boardPresented.